Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$204K Hold
2025
Q1
$218K Buy
2024
Q4
$205K Buy
2024
Q3
$205K Buy
2024
Q2
Sell
2024
Q1
$205K Buy
2017
Q3
Sell
2017
Q2
$52K Sell
2017
Q1
$95K Sell
2016
Q4
$111K Hold
2016
Q3
$107K Buy
2016
Q2
$56K Buy
2016
Q1
$37K Hold
2015
Q4
$34K Sell
2015
Q3
$35K Buy
2015
Q2
$17K Buy